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Citi · 7 hours ago

Wealth at Work - Investment Counselor Lead - Vice President

Los Angeles, CA

Full-time

Onsite

Mid, Senior Level

$167K/yr - $251K/yr

5+ years exp

Citi is a global leader in wealth management, serving High Net Worth and Ultra High Net Worth clients. The Investment Counselor Lead will be responsible for managing investment relationships, providing expert advice, and ensuring compliance with regulations while optimizing client service.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners

Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions

Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualification

Investment advice expertiseCFA certificationAdvanced degreeSecurities licensesAnalytical skillsRelationship managementProblem-solvingTeam collaboration

Required

5+ years of related experience

Expertise in providing investment advice and solutions

Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions

US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Bachelor's/University degree

Preferred

CFA, MBA degree or other advanced degree a plus

Master's degree preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)